Talent.com
Manager - Wealth and Asset Management
Manager - Wealth and Asset ManagementSia Partners • Charlotte, NC, US
No longer accepting applications
Manager - Wealth and Asset Management

Manager - Wealth and Asset Management

Sia Partners • Charlotte, NC, US
18 hours ago
Job type
  • Full-time
Job description

Sia Partners is a next-generation consulting firm dedicated to creating state-of-the-art narratives for transformation and innovation and deploying them at scale. Our goal is to deliver superior value and tangible results to our clients as they navigate the digital revolution and achieve transformations which generate a positive impact. Our global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy, and Data Science.

Why Join The Sia Village?

Excellence | Entrepreneurship | Innovation | Teamwork | Care & Support | Employee Wellbeing

These are the six core values that guide all our actions. As an expression of our values, our Sia Village concept describes our commitment to fostering a sense of community within and among our offices. We believe that knowledge sharing is the key, not only to innovation, but to the growth and development of our people.

Your experience at Sia Partners will be enriched by a(n) :

  • Career advocacy program that supports achieving professional development goals through guidance, and real-time feedback
  • Continuous learning & development opportunities
  • Diversity, equity, and inclusion programs with an ever-growing list of global affinity initiatives
  • Annual seminar, an in-person value-add experience, that allows you to network with colleagues throughout North America

Job Description

As a Manager in the Wealth & Asset Management Practice , you will apply your prior consulting / industry experience to manage key projects and initiatives for our Financial Services clients. Successful candidates will have 8-10+ years of consulting experience in asset management : Strategy, Target Operating Model Design or Business Transformation, and Implementation (SDLC / Agile). Our consultants possess exceptional communication, interpersonal and organizational skills. We are seeking critical thinkers with proven writing and presentation skills. If you meet / exceed the requirements for this hiring profile, we'd love to hear from you.

Key Responsibilities

  • Deliver on a range of client assignments, usually as part of an on-site project team (some travel may be required)
  • Develop working group, senior stakeholder and senior level presentations for stakeholders
  • Manage portfolio of work from small to large projects involving platform integration and data conversions
  • Work closely with developers to bridge gap between business and technology
  • Ability to create system flow charts, sequence diagrams, understand system architecture and translating business requirements to technology
  • Assist in developing thought leadership and building solutions and methods
  • Develop exceptional trusted advisor relationships with our clients
  • Identify opportunities for new business and support bid teams with proposals
  • Contribute to the development of high-quality technical offerings
  • Support the Sia practice and our people development
  • Qualifications

  • Bachelor's degree required in business or related field
  • 8-10+ years of Management Consulting experience in Asset Management
  • Demonstrates strong Project Management skills, preferably Scrum Master with Agile experience
  • 1-3+ years in relevant management / leadership capabilities
  • Demonstrates strong Business Analysis skills : define business requirements, translate requirements into system solution, reporting, creating detailed analysis, etc.
  • Lead teams through daily execution of activities, deliverables, project plans, and client presentations, while championing recruiting efforts to grow the practice
  • Provide demonstrations to clients throughout the entire project life-cycle; provide technical leadership on project related tasks leveraging tools, templates & methodologies and establishing delivery dates are met
  • A high level of drive and commitment to deliver high quality work under pressure to meet tight deadlines
  • Act as a supportive team player who actively develops relationships and is eager to share knowledge with colleagues and our clients
  • The ability to learn new subject matter rapidly and a desire to develop a deep understanding of the trends and challenges shaping Wealth & Asset Management
  • Flexibility in approach with a willingness to adapt quickly and take initiative when working in unstructured environments with limited supervision
  • An entrepreneurial mindset, including an excellent ability to uncover new opportunities for account growth and impact
  • Additional Information

  • Salary + Annual Discretionary Bonus
  • Healthcare coverage that includes medical, dental, vision and life insurance policies
  • Generous time off
  • Parental leave paid at 100% of base pay for all new parents regardless of gender
  • Future Moms Program
  • 9 Company Holidays + 1 Floating Holiday
  • 401(k) matching
  • College save-up plan & college loan repayment plan
  • Monthly cell phone stipend
  • Gym Reimbursement through firm medical plan
  • Our Commitment To Diversity

    Diversity, equity, inclusion, and belonging (DEIB) are part of Sia Partners' DNA. Thanks to our expertise in several sectors and our international growth, our teams include a variety of experiences and cultures. We're confident that promoting DEIB creates an environment in which everyone can reach their full potential.

    Our global network, DEIB@Sia Partners, brings together our people worldwide to facilitate local and global progress, focused on the following areas :

  • Gender equality (global Gender Equality Index score of 91 / 100 for FY19-20)
  • LGBTQ+
  • Working Parents
  • Disabilities
  • Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

    Covid-19 Update

    Please note that, to the extent permitted by state and local law, Sia Partners requires all employees in this position to be fully vaccinated against COVID-19 as a condition of employment. "Fully vaccinated" means that the individual can provide acceptable proof that the individual has received, at least fourteen (14) days prior to the individual's start date, either both doses of a two-dose COVID-19 vaccine plus all boosters recommended for you, or one dose of a single-dose COVID-19 vaccine plus all boosters recommended for you. Vaccines must be authorized and / or approved by the FDA. The Company will engage in an interactive process to determine if an exemption to this requirement as a reasonable accommodation is appropriate.

    Hybrid Workplace Guidelines

    Sia Partners maintains its hybrid workplace arrangements and provides a flexible workplace environment that is driven by client and business / market needs. While our firm does support hybrid work, there are times that we may require our consultants to work onsite at one of our Sia offices or a client office full-time. Consultants are expected to have the ability to be flexible with work location depending upon business needs. When in-between client engagements, Consultants typically work onsite at a local Sia office 2+ times per week.

    To learn more about our mission, values, and business sectors, please visit our website.

    About the company

    Sia Partners is a next-generation consulting firm focused on delivering superior value and tangible results to its clients as they navigate the digital revolution. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy, and Data Science.

    J-18808-Ljbffr

    Create a job alert for this search

    Manager Asset Management • Charlotte, NC, US

    Related jobs
    Asset & Wealth Management - Renewable Energy Tax Senior Manager

    Asset & Wealth Management - Renewable Energy Tax Senior Manager

    PwC (US) • Charlotte, NC, US
    Full-time
    Senior Manager, Financial Services Tax Practice.A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their ...Show more
    Last updated: 30+ days ago • Promoted
    Asset Manager - Family Office

    Asset Manager - Family Office

    Forge Search • Charlotte, NC, US
    Full-time
    We are partnering with a well-established family office in Charlotte, NC to identify a highly organized, proactive, and detail-oriented. This individual will play a key role in managing and overseei...Show more
    Last updated: 4 days ago • Promoted
    Asset Liability Management Senior Associate

    Asset Liability Management Senior Associate

    Truist • Charlotte, NC, US
    Full-time +1
    The ALM Senior Associate will serve as a senior subject matter expert (SME) responsible for forecasting the firm's balance sheet and net interest income and / or monitoring and reporting on the firm'...Show more
    Last updated: 30+ days ago • Promoted
    Regional Director - Financial / Wealth Management

    Regional Director - Financial / Wealth Management

    Claire Myers Consulting • Charlotte, NC, US
    Full-time
    Regional Director – Financial / Wealth Management.Compensation : $300,000 - $400,000 (base salary+ performance-based incentives). Our client is a high-performing financial and wealth management f...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Strategist

    Wealth Strategist

    North Carolina Staffing • Charlotte, NC, US
    Full-time
    City National Rochdale Wealth Planning Specialist.This position is responsible for attracting and expanding upon relationships with City National Rochdale's (CNR) high and ultra-high net-worth (U / H...Show more
    Last updated: 2 days ago • Promoted
    Wealth Advisor III

    Wealth Advisor III

    Truist • Charlotte, NC, US
    Full-time
    Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.Responsible for developing and deepening client relationships through needs-based, high-level client...Show more
    Last updated: 30+ days ago • Promoted
    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

    Charles Schwab • CHARLOTTE, NC, United States
    Full-time
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry toge...Show more
    Last updated: 14 days ago • Promoted
    Senior Director, Insurance & Multi- Asset Portfolio Manager

    Senior Director, Insurance & Multi- Asset Portfolio Manager

    Barings • Charlotte, NC, US
    Full-time
    Senior Director, Insurance & Multi-Asset Portfolio Manager.At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them fo...Show more
    Last updated: 30+ days ago • Promoted
    Senior Asset Manager

    Senior Asset Manager

    North Carolina Staffing • Charlotte, NC, US
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 2 days ago • Promoted
    Asset & Wealth Management - Renewable Energy Tax Manager

    Asset & Wealth Management - Renewable Energy Tax Manager

    PwC (US) • Charlotte, NC, US
    Full-time
    Financial Services Tax Practice Manager.A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obli...Show more
    Last updated: 30+ days ago • Promoted
    Sr. Equipment Finance Asset Manager

    Sr. Equipment Finance Asset Manager

    North Carolina Staffing • Charlotte, NC, US
    Full-time
    Equipment Finance Asset Manager.The Equipment Finance Asset Manager Senior is responsible for both proactively managing and establishing equipment residual values, conducting in-depth collateral / ma...Show more
    Last updated: 2 days ago • Promoted
    Wealth Management Client Relationship Manager

    Wealth Management Client Relationship Manager

    TIAA • Charlotte, NC, US
    Full-time
    Wealth Client Relationship Manager.The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients.Working under m...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager- Wealth Management

    Relationship Manager- Wealth Management

    Vanguard • Charlotte, NC, US
    Full-time
    Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management d...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Regional Supervisor - New Accounts

    Wealth Regional Supervisor - New Accounts

    Truist • Charlotte, NC, US
    Full-time +2
    The Central Supervisor will work closely with Truist Private Financial Advisors, CSAs, Regional Operations Managers and Complex Managers. The individual will be a member of a team which functions as...Show more
    Last updated: 23 days ago • Promoted
    Private Family Asset Manager

    Private Family Asset Manager

    LHH • Charlotte, NC, US
    Full-time
    The ideal candidate will demonstrate sound judgment, professionalism, and a client-service mindset.Including but not limited to the following). Maintain documentation and tracking of warranties for ...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Advisor

    Wealth Advisor

    MAI Wealth Management, Inc. • Charlotte, NC, US
    Full-time
    The Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients.This role is responsible for delivering a world-class client experience through personalize...Show more
    Last updated: 3 days ago • Promoted
    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

    North Carolina Staffing • Charlotte, NC, US
    Full-time
    At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry togeth...Show more
    Last updated: 2 days ago • Promoted
    Wealth Management, Chief Investment Officer

    Wealth Management, Chief Investment Officer

    North Carolina Staffing • Charlotte, NC, US
    Full-time
    The Chief Investment Officer is responsible for leadership and oversight of all Investment Committee meetings and activities at First Horizon Bank. This associate serves as a strategic leader, conte...Show more
    Last updated: 2 days ago • Promoted